Goodbye Verizon Communications Inc. (VZ), AT&T Inc. (T) And Sprint Corp (S), Says Russell Clark

Horseman Global Fund Investment Manager Russell Clark has placed long-term bets on events that are difficult to get the timing right. He likens it to hunting wolves, according to a November letter to investors reviewed by ValueWalk. You can’t stalk a wolf; you have to let them come to you, which requires patience. But aside from Clark’s well-known stance ongoing long emerging markets and short developed markets, there is an investment he has made in the wireless arena that points to a potential industry disruption that is mostly off the mainstream consensus radar. [dalio] Legacy cell phone carriers are dinosaurs;…